Institutional Ownership Spdr S&P 600 Small Cap Growth (SLYG)
This table provides information about the institutional ownership of Spdr S&P 600 Small Cap Growth (SLYG). We have compiled data on the 522 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
238,458
shares
|
$21.4 Million
3.06% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
237,710
shares
|
$21.3 Million
0.96% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
233,499
shares
|
$20.9 Million
3.81% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
230,598
shares
|
$20.7 Million
0.19% of portfolio
|
Q1 2025
Reduced 16.7%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
229,505
shares
|
$20.6 Million
3.7% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
226,441
shares
|
$20.3 Million
0.01% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
224,039
shares
|
$20.1 Million
4.2% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
201,283
shares
|
$18 Million
0.05% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
185,192
shares
|
$16.6 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
179,669
shares
|
$16.1 Million
0.92% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
174,467
shares
|
$15.6 Million
1.83% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
173,290
shares
|
$15.5 Million
0.04% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
173,233
shares
|
$15.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
169,260
shares
|
$15.2 Million
0.58% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
164,594
shares
|
$14.7 Million
3.68% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
162,672
shares
|
$14.6 Million
0.18% of portfolio
|
Q2 2022
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
161,100
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2024
Added 13.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
159,856
shares
|
$14.3 Million
0.01% of portfolio
|
Q1 2025
Added 34.64%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
147,844
shares
|
$13.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
145,139
shares
|
$13 Million
3.21% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
140,194
shares
|
$12.6 Million
0.04% of portfolio
|
Q2 2023
Reduced 17.31%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
137,352
shares
|
$12.3 Million
0.01% of portfolio
|
Q1 2025
Added 171.72%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
131,164
shares
|
$11.7 Million
5.55% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
129,703
shares
|
$11.6 Million
0.6% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
120,879
shares
|
$10.8 Million
0.83% of portfolio
|
Q1 2025
Reduced 12.93%
|